JMPWA
OIS icon

JP Morgan Private Wealth Advisors’s Oil States International OIS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-61,048
Closed -$509K – 1779
2023
Q1 		$509K Sell
61,048
-4,763
-7% -$40.4K ﹤0.01% 1474
2022
Q4 		$491K Sell
65,811
-453
-0.7% -$2.8K ﹤0.01% 1484
2022
Q3 		$258K Sell
66,264
-2,586
-4% -$12.4K ﹤0.01% 1721
2022
Q2 		$373K Buy
68,850
+14,313
+26% +$99.9K ﹤0.01% 1560
2022
Q1 		$379K Buy
54,537
+4,956
+10% +$31.4K ﹤0.01% 1652
2021
Q4 		$246K Sell
49,581
-6,946
-12% -$40.9K ﹤0.01% 1832
2021
Q3 		$361K Buy
56,527
+3,280
+6% +$19.7K ﹤0.01% 1631
2021
Q2 		$418K Buy
53,247
+18,319
+52% +$123K ﹤0.01% 1543
2021
Q1 		$211K Buy
34,928
+3,812
+12% +$26K ﹤0.01% 1668
2020
Q4 		$156K Hold
31,116
– – ﹤0.01% 1663
2020
Q3 		$85K Buy
31,116
+685
+2% +$2.97K ﹤0.01% 1567
2020
Q2 		$145K Buy
+30,431
New +$117K ﹤0.01% 1494

Other funds holding OIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OIS Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Oil States International (OIS) in Q2 2023, closing a stake of 61,048 shares — an estimated $509K sold.

JP Morgan Private Wealth Advisors first reported a position in OIS in Q2 2020 and held it in 12 quarters. The position peaked at $509K in Q1 2023. 173 funds tracked by Wall St. Rank hold OIS as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Oil States International position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 61,048 Oil States International shares in Q2 2023, an estimated $509K.
  • JP Morgan Private Wealth Advisors first reported a position in Oil States International in Q2 2020 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Oil States International position peaked at $509K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Oil States International as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.